VPI
MRSH

Value Partners Investments’s Marsh MRSH Stock Holding History

Value Partners Investments’s Portfolio MRSH Stock Details MRSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,945
Closed -$2.41M – 103
2025
Q3 		$2.41M Buy
11,945
+38
+0.3% +$7.82K 0.2% 55
2025
Q2 		$2.6M Buy
11,907
+900
+8% +$203K 0.2% 55
2025
Q1 		$2.69M Buy
11,007
+670
+6% +$152K 0.23% 46
2024
Q4 		$2.19M Buy
10,337
+462
+5% +$102K 1.24% 32
2024
Q3 		$2.21M Buy
9,875
+747
+8% +$166K 0.18% 47
2024
Q2 		$1.92M Buy
9,128
+1,320
+17% +$271K 0.17% 45
2024
Q1 		$1.61M Buy
+7,808
New +$1.56M 0.13% 49

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Value Partners Investments's MRSH Position: Q4 2025 in Review

Value Partners Investments sold out of Marsh (MRSH) in Q4 2025, closing a stake of 11,945 shares — an estimated $2.41M sold.

Value Partners Investments first reported a position in MRSH in Q1 2024 and held it in 7 quarters. The position peaked at $2.69M in Q1 2025. 1,593 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Value Partners Investments reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Value Partners Investments sold 11,945 Marsh shares in Q4 2025, an estimated $2.41M.
  • Value Partners Investments first reported a position in Marsh in Q1 2024 and held it in 7 quarters.
  • Value Partners Investments's Marsh position peaked at $2.69M in Q1 2025.
  • 1,593 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Value Partners Investments's 13F filing for Q4 2025, filed 8 Jan 2026.